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BowTiedBiotech 🧪🔬🧬 Profile picture
@BowTiedBiotech
Apr 2, 2023 • 10 tweets • 5 min read • Read on X
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1/ The future of #CANCER THERAPEUTICS is looking brighter than ever with innovative treatments like CAR-T, which involves engineering a patient's immune cells to target and destroy cancer.

A thread highlighting the emerging therapeutic platforms we are most excited about 👇
2/ Another exciting development is the use of IMMUNE CHECKPOINTS, which can help boost the immune response against cancer by blocking proteins that prevent the immune system from attacking cancer cells.
3/ CD3 BI-FUNCTIONAL ANTIBODIES are also a promising area of research, these drugs can target both cancer cells and T-cells, which can help enhance the immune response against cancer.
4/ ADCs, or antibody-drug conjugates, are another exciting area of cancer therapeutics, which involves using antibodies to deliver targeted chemotherapy drugs directly to cancer cells.
5/ Synthetic lethality and DNA Damage Response (DDR), are also important areas of cancer research, as they involve targeting the underlying mechanisms that allow cancer cells to survive and grow.
6/ OFF THE SHELF CAR-T and TCR-T treatments, both ex-vivo and in-vivo, are also showing promise, as they involve engineering T-cells to recognize and attack cancer cells by targeting specific proteins on the surface of cancer cells.
7/ Degraders are another innovative approach to cancer therapy, which involves using small molecules to target and degrade specific proteins that are essential for cancer cell survival.
8/ Cancer vaccines are also a promising area of research, as they involve training the immune system to recognize and attack cancer cells, much like a traditional vaccine trains the immune system to recognize and attack a virus.
9/ Myeloid checkpoints are also an exciting area of cancer research, as they involve targeting specific immune cells in the tumor microenvironment that can promote cancer growth and survival.
10/ By combining these approaches and developing new ones, we may one day be able to effectively cure many types of cancer and improve the lives of millions of people around the world. #CancerTherapeutics #InnovativeTreatments #FutureOfCancerTreatment

BowtiedBiotech.substack.com

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More from @BowTiedBiotech

BowTiedBiotech 🧪🔬🧬 Profile picture
Aug 13
1/ Two GLP-1 combos are pitching “supercharged” weight loss plus muscle preservation:

1️⃣Ascletis’ ASC47 + GLP-1 (THRβ agonist, adipose-targeted thermogenesis)

2️⃣BioAge’s $BIOA azelaprag (APJ agonist) + GLP-1 (exercise-mimicking apelin signaling)

Both are aiming to fix the lean-mass drop that comes with GLP-1 monotherapy.

A thread 🧵Image
2/ In mice, both combos beat their GLP-1 backbone:

✅🐭ASC47: +56–87% more weight loss vs sema/tirze alone

✅🐭 BioAge: total loss ~39% with tirze + APJ agonist

That’s big…in rodents. Cue the cautious optimism.
3/ Why the caution?

Cross-species effect size decay is real. GLP-1s in DIO mice often show ~2× the % weight loss seen in humans.

Layer a second agent on top, and the delta can look massive, but may compress sharply in translation.
Read 11 tweets
BowTiedBiotech 🧪🔬🧬 Profile picture
Jul 5
1/ 🇺🇸🇨🇭 Swiss Pharma Just Dodged a Bullet

A case study in why the world over-reacted to “tariff wars” and why the bounce back is going to be glorious.

A new US–Switzerland trade pact could defuse the Section 232 tariff threat on drug exports.

Here’s what it means for Roche, Novartis, Lonza, Galderma… and the next wave of M&A.

Buy Swiss equity for a quick bounce?

🧵Let’s dig in:Image
2/ 🔍 1The Backstory

The US launched a national-security probe into foreign drug imports (Section 232) back in April.

It raised alarm bells across Europe, especially in Switzerland, where pharma is a core export.

Tariffs on finished drugs? Yes, that was on the table.
3/ 🤝 Trade Deal Breakthrough

Now, the US and Switzerland are finalizing a trade accord.

Key clause: Both sides agree to cooperate to avoid tariffs on pharma exports.

It’s not an exemption, but it massively lowers the odds of a future levy.

Markets are starting to notice.
Read 12 tweets
BowTiedBiotech 🧪🔬🧬 Profile picture
Jul 4
1/ 🧪 The Era of In-Vivo CAR-T Has Arrived

No leukapheresis.
No lymphodepletion.
No 3-week manufacturing delay.

Just a vial and a vein.

EsoBiotech’s in-vivo BCMA CAR-T has shown deep responses in myeloma after a single infusion.

Here’s why that matters 🧵 Image
2/ 🎯 Autologous CAR-T has a speed problem

Even the best-in-class BCMA CAR-Ts (like cilta-cel) take 4–6 weeks from apheresis to infusion.

Some patients can’t wait that long.
Others relapse before dosing.
EsoBiotech skips all that. Image
Image
Image
Image
3/ 🧬 Mix-and-infuse gene therapy

The product is a CD8-targeted lentiviral vector.

It’s engineered to home to T-cells in the patient’s body, transduce them, and express a CAR targeting BCMA.

No ex-vivo cell expansion.
No cryopreservation. Image
Read 14 tweets
BowTiedBiotech 🧪🔬🧬 Profile picture
Jul 1
1/ 🧬 How to Price a Platform in Biotech

Q2 M&A is ripping, Capstan just cleared $2.1B at Phase 1, and something important has changed.

A new market dynamic may be emerging, where optionality matters again.

Let’s break it down with math, comps, and a framework 🧵 Image
2/ 📈 The Market Mood Has Flipped

Public biotech still lags, but behind the scenes:

🔸 Q2 M&A cleared ~$20B in equity value

🔸 Active funds recycled ~$10B in cash

🔸 Weak IPOs and broken SPACs are exiting fast

A structural clearing event is underway.

The quality floor just got raised.
3/ 💰 For 2 Years, This Was an Asset-Only Market

The valuation math was simple:
🔹Pre-clinical: $75–100M
🔹Phase 1: $150–180M
🔹Phase 2: $350–400M

Boards optimized for:
👉🏼 One go-fast program
👉🏼 Minimal burn
👉🏼 Flip at POC

Investors liked it, clean, short-duration risk.
Read 15 tweets
BowTiedBiotech 🧪🔬🧬 Profile picture
Apr 27
1/ How ADCs Actually Work - it’s more than just payload internalization.

💣The brutal elegance of a biological smart bomb

A thread 🧵 Image
2/ How ADCs Actually Work

🔸 What’s an ADC?
A targeted chemo-delivery system:
🔹 Antibody = the targeting system
🔹 Linker = the timed-release fuse
🔹 Payload = the cytotoxic warhead

👉🏼 Goal: Kill cancer cells precisely - while sparing healthy ones.
3/ Internalization Isn’t Everything

Old school ADCs like T-DM1 rely on internalization 👇🏼

Antibody binds, the whole complex is taken up into lysosomes, payload is released, cancer dies.

👉🏼 But T-DXd broke the rules.
Even in HER2-low or HER2-negative tumors with no uptake, it kills via extracellular cleavage.

🧠 A reminder: Efficacy doesn’t always come from getting inside the cell.Image
Read 13 tweets
BowTiedBiotech 🧪🔬🧬 Profile picture
Apr 27
How ADCs Actually Work - it’s more than just payload internalization.

💣The brutal elegance of a biological smart bomb

A thread 🧵 Image
How ADCs Actually Work

🔸 What’s an ADC?
A targeted chemo-delivery system:
🔹 Antibody = the targeting system
🔹 Linker = the timed-release fuse
🔹 Payload = the cytotoxic warhead

👉🏼 Goal: Kill cancer cells precisely - while sparing healthy ones.
🔸 Mechanism of Action

ADCs are designed to:
🔹 Bind to antigens on cancer cells
🔹 Internalize into the cell
🔹 Release toxin inside tumor
🔹 Trigger cell death

But that’s only the classic story…
Read 14 tweets

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